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Bourgeon Capital Management’s Workday WDAY Stock Holding History

Bourgeon Capital Management’s Portfolio WDAY Stock Details WDAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-32
Closed -$5K – 470
2022
Q3 		$5K Buy
+32
New +$5.01K ﹤0.01% 265

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Baillie Gifford & Co
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LPC
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bourgeon Capital Management's WDAY Position: Q4 2022 in Review

Bourgeon Capital Management sold out of Workday (WDAY) in Q4 2022, closing a stake of 32 shares — an estimated $5K sold.

Bourgeon Capital Management first reported a position in WDAY in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 805 funds tracked by Wall St. Rank hold WDAY as of Q4 2022.

  • Bourgeon Capital Management reported no remaining Workday position as of Q4 2022 after selling out during the quarter.
  • Bourgeon Capital Management sold 32 Workday shares in Q4 2022, an estimated $5K.
  • Bourgeon Capital Management first reported a position in Workday in Q3 2022 and held it in 1 quarter.
  • Bourgeon Capital Management's Workday position peaked at $5K in Q3 2022.
  • 805 funds tracked by Wall St. Rank held Workday as of Q4 2022.

Based on Bourgeon Capital Management's 13F filing for Q4 2022, filed 20 Jan 2023.